/* * Copyright (c) 2003-2007, John Wiegley. All rights reserved. * * Redistribution and use in source and binary forms, with or without * modification, are permitted provided that the following conditions are * met: * * - Redistributions of source code must retain the above copyright * notice, this list of conditions and the following disclaimer. * * - Redistributions in binary form must reproduce the above copyright * notice, this list of conditions and the following disclaimer in the * documentation and/or other materials provided with the distribution. * * - Neither the name of New Artisans LLC nor the names of its * contributors may be used to endorse or promote products derived from * this software without specific prior written permission. * * THIS SOFTWARE IS PROVIDED BY THE COPYRIGHT HOLDERS AND CONTRIBUTORS * "AS IS" AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT * LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR * A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE COPYRIGHT * OWNER OR CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, * SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT * LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, * DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY * THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT * (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE * OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE. */ /** * @file commodity.h * @author John Wiegley * @date Wed Apr 18 22:05:53 2007 * * @brief Types for handling commodities. * * This file contains one of the most basic types in Ledger: * commodity_t, and its annotated cousin, annotated_commodity_t. */ #ifndef _COMMODITY_H #define _COMMODITY_H namespace ledger { class commodity_t : public delegates_flags<>, public equality_comparable1 { friend class commodity_pool_t; public: class base_t : public noncopyable, public supports_flags<> { public: typedef std::map history_map; typedef std::pair history_pair; struct history_t { history_map prices; ptime last_lookup; }; #define COMMODITY_STYLE_DEFAULTS 0x00 #define COMMODITY_STYLE_SUFFIXED 0x01 #define COMMODITY_STYLE_SEPARATED 0x02 #define COMMODITY_STYLE_EUROPEAN 0x04 #define COMMODITY_STYLE_THOUSANDS 0x08 #define COMMODITY_STYLE_NOMARKET 0x10 #define COMMODITY_STYLE_BUILTIN 0x20 string symbol; amount_t::precision_t precision; optional name; optional note; optional history; optional smaller; optional larger; public: explicit base_t(const string& _symbol) : supports_flags<>(COMMODITY_STYLE_DEFAULTS), symbol(_symbol), precision(0) { TRACE_CTOR(base_t, "const string&"); } ~base_t() { TRACE_DTOR(base_t); } }; public: static bool symbol_needs_quotes(const string& symbol); typedef base_t::history_t history_t; typedef base_t::history_map history_map; typedef uint_least32_t ident_t; shared_ptr base; commodity_pool_t * parent_; ident_t ident; optional qualified_symbol; optional mapping_key_; bool annotated; public: explicit commodity_t(commodity_pool_t * _parent, const shared_ptr& _base) : delegates_flags<>(*_base.get()), base(_base), parent_(_parent), annotated(false) { TRACE_CTOR(commodity_t, ""); } virtual ~commodity_t() { TRACE_DTOR(commodity_t); } operator bool() const; virtual bool operator==(const commodity_t& comm) const { if (comm.annotated) return comm == *this; return base.get() == comm.base.get(); } commodity_pool_t& parent() const { return *parent_; } string base_symbol() const { return base->symbol; } string symbol() const { return qualified_symbol ? *qualified_symbol : base_symbol(); } string mapping_key() const { if (mapping_key_) return *mapping_key_; else return base_symbol(); } optional name() const { return base->name; } void set_name(const optional& arg = none) { base->name = arg; } optional note() const { return base->note; } void set_note(const optional& arg = none) { base->note = arg; } amount_t::precision_t precision() const { return base->precision; } void set_precision(amount_t::precision_t arg) { base->precision = arg; } optional smaller() const { return base->smaller; } void set_smaller(const optional& arg = none) { base->smaller = arg; } optional larger() const { return base->larger; } void set_larger(const optional& arg = none) { base->larger = arg; } optional history() const { return base->history; } void add_price(const datetime_t& date, const amount_t& price); bool remove_price(const datetime_t& date); optional value(const optional& moment = none); static void parse_symbol(std::istream& in, string& symbol); static void parse_symbol(char *& p, string& symbol); static string parse_symbol(std::istream& in) { string temp; parse_symbol(in, temp); return temp; } void print(std::ostream& out) const { out << symbol(); } void read(std::istream& in); void read(char *& data); void write(std::ostream& out) const; bool valid() const; }; inline std::ostream& operator<<(std::ostream& out, const commodity_t& comm) { comm.print(out); return out; } struct annotation_t : public equality_comparable { optional price; optional date; optional tag; explicit annotation_t (const optional& _price = none, const optional& _date = none, const optional& _tag = none) : price(_price), date(_date), tag(_tag) {} operator bool() const { return price || date || tag; } bool operator==(const annotation_t& rhs) const { return (price == rhs.price && date == rhs.date && tag == rhs.tag); } void parse(std::istream& in); void print(std::ostream& out) const { out << "price " << (price ? price->to_string() : "NONE") << " " << "date " << (date ? *date : datetime_t()) << " " << "tag " << (tag ? *tag : "NONE"); } bool valid() const { assert(*this); return true; } }; inline std::ostream& operator<<(std::ostream& out, const annotation_t& details) { details.print(out); return out; } class annotated_commodity_t : public commodity_t, public equality_comparable > { public: commodity_t * ptr; annotation_t details; explicit annotated_commodity_t(commodity_t * _ptr, const annotation_t& _details) : commodity_t(_ptr->parent_, _ptr->base), ptr(_ptr), details(_details) { TRACE_CTOR(annotated_commodity_t, ""); annotated = true; } virtual ~annotated_commodity_t() { TRACE_DTOR(annotated_commodity_t); } virtual bool operator==(const commodity_t& comm) const; virtual bool operator==(const annotated_commodity_t& comm) const { return *this == static_cast(comm); } commodity_t& referent() { return *ptr; } const commodity_t& referent() const { return *ptr; } commodity_t& strip_annotations(const bool _keep_price, const bool _keep_date, const bool _keep_tag); void write_annotations(std::ostream& out) const { annotated_commodity_t::write_annotations(out, details); } static void write_annotations(std::ostream& out, const annotation_t& info); }; inline annotated_commodity_t& as_annotated_commodity(commodity_t& commodity) { return downcast(commodity); } inline const annotated_commodity_t& as_annotated_commodity(const commodity_t& commodity) { return downcast(commodity); } struct compare_amount_commodities { bool operator()(const amount_t * left, const amount_t * right) const; }; class commodity_pool_t : public noncopyable { /** * The commodities collection in commodity_pool_t maintains pointers * to all the commodities which have ever been created by the user, * whether explicitly by calling the create methods of * commodity_pool_t, or implicitly by parsing a commoditized amount. * * The `commodities' member variable represents a collection which * is indexed by two vertices: first, and ordered sequence of unique * integer which identify commodities by a numerical identifier; and * second, by a hashed set of symbolic names which reflect how the * commodity was referred to by the user. */ typedef multi_index_container< commodity_t *, multi_index::indexed_by< multi_index::random_access<>, multi_index::hashed_unique< multi_index::const_mem_fun > > > commodities_t; public: typedef commodity_pool_t::commodities_t::nth_index<0>::type commodities_by_ident; commodities_t commodities; commodity_t * null_commodity; commodity_t * default_commodity; private: template struct first_initialized { typedef T result_type; template T operator()(InputIterator first, InputIterator last) const { for (; first != last; first++) if (*first) return *first; return T(); } }; public: boost::function (commodity_t& commodity, const optional& date, const optional& moment, const optional& last)> get_quote; explicit commodity_pool_t(); ~commodity_pool_t() { commodities_by_ident& ident_index = commodities.get<0>(); for (commodities_by_ident::iterator i = ident_index.begin(); i != ident_index.end(); i++) checked_delete(*i); } commodity_t * create(const string& symbol); commodity_t * find(const string& name); commodity_t * find(const commodity_t::ident_t ident); commodity_t * find_or_create(const string& symbol); commodity_t * create(const string& symbol, const annotation_t& details); commodity_t * find(const string& symbol, const annotation_t& details); commodity_t * find_or_create(const string& symbol, const annotation_t& details); commodity_t * create(commodity_t& comm, const annotation_t& details, const string& mapping_key); commodity_t * find_or_create(commodity_t& comm, const annotation_t& details); }; } // namespace ledger #endif // _COMMODITY_H